With the evolving landscape in the healthcare industry, we’ve taken a bold step to comply with new CMS regulations. As a result, we’re rebranding Applied General Agency’s Medicare Options to AGA Life and Health.

To clear the air, you may have heard of a prior announcement regarding the (now replaced) name, Informed Retirement Options. We value and appreciate your feedback and have decided to adopt a new client-facing brand name that’s in-line with our agents’ vision – AGA Life and Health.

This rebrand signifies our commitment to providing comprehensive life and health solutions, going beyond “Medicare” to meet the growing demand of retirees.

We are genuinely excited about the opportunities this rebranding brings, and we know that you will be too. Together, we will continue to excel in helping individuals achieve their retirement goals and secure their financial futures.

Frequently Asked Questions – FAQs

What should I do?

Cease using any marketing material or promotional items with the name “AGA Medicare Options” as of September 1st or sooner. Place an order for new marketing material through the AGA ProShop.

The new materials are expected to be available by August 18.

If you need further clarification about your own business name, please don’t hesitate to reach out to our team at: help@appliedga.com. We are here to assist you.

Why is AGA Medicare Options rebranding?

To ensure compliance with new CMS regulations, we have decided to replace our client-facing Applied General Agency Medicare Options brand with AGA Life and Health. Our main Applied General Agency brand will remain unchanged and is not affected by these updates.

Recent CMS regulations have prohibited the use of the word “Medicare” in business names. By rebranding Medicare Options as AGA Life and Health, we are not only adapting to the changing regulatory landscape but also positioning ourselves for long-term growth and success.

Just like Medicare Options, client-facing materials will be available to you for ordering. This includes flyers, posters, banners, table covers, and more. Client-facing websites and social media pages will also be updated to reflect the new brand name and colors.

What are the benefits of the rebrand?

Expanding Product Lines
With our new identity as AGA Life and Health, you are now able to represent a broader range of products beyond Medicare. This expansion opens exciting opportunities for you to diversify your offerings and provide comprehensive retirement planning solutions to meet the evolving needs of your clients.

Enhanced Professional Image
Our rebranding effort aligns our company with a fresh, modern image that resonates with both current and prospective clients. AGA Life and Health embodies our commitment to knowledge, expertise, and personalized service. This new brand identity will further enhance your professional reputation and credibility as you engage with clients and build lasting relationships.

What should I expect?

Updated Marketing Materials
In the coming weeks, we will be rolling out the updated marketing collateral and website. These resources will reflect our new brand and an expanded range of materials for other lines of business.

Training and Support
We understand that a successful transition to offering new product lines requires knowledge and support. Rest assured, we will provide comprehensive training sessions and ongoing support to equip you with the information and tools you need to confidently navigate this exciting chapter.

How does this impact AEP?

Agents previously using the AGA Medicare Options brand can place an order on the ProShop for newly branded AGA Life and Health materials, as early as August 18th. This includes flyers, lead cards, folders, brochures, table covers, retractable banners, business cards, and more.

As a reminder, please use the following resources for AEP planning:

Click on the links below to access.

• AEP Advertising Support
• Event Marketing Compliance Guidelines